Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding JP Morgan Mid Cap Value Fund R6 in their Schedule of Assets, totaling $11.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CARTER MACHINERY COMPANY, INC. EMPLOYEES' RETIREMENT AND SAVINGS PLAN OF CARTER MACHINERY COMPANY, INC. | SALEM VA | 3,101 | $466.2M | $7.3M |
| 2 | NORTHEAST COMMUNICATIONS OF WISCONSIN, INC. DBA NSIGHT NORTHEAST COMMUNICATIONS OF WI, INC DBA NSIGHT | GREEN BAY WI | 623 | $101.0M | $1.9M |
| 3 | BIRMINGHAM-SOUTHERN COLLEGE |
BIRMINGHAM AL |
| 361 |
| $84.9M |
| $745K |
| 4 | AMERICAN NEIGHBORHOOD MORTGAGE ACCEPTANCE CO., LLC AMERICAN NEIGHBORHOOD MORTGAGE ACCEPTANCE CO., LLC 401(K) PLAN | MOUNT LAUREL NJ | 777 | $35.7M | $569K |
| 5 | ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC 401(K) PLAN | MUSKEGON MI | 204 | $35.3M | $536K |
| 6 | KANE REALTY CORPORATION KANE REALTY CORPORATION 401(K) PROFIT SHARING PLAN | RALEIGH NC | 295 | $13.8M | $227K |
